Initiating Planning Executing Monitoring & Controlling Closing
Initiating Planning Executing Monitoring & Controlling Closing
Project Integration Management
Project Integration Management
4.1 Develop Project Charter 4.2 Develop project Management Plan 4.3 Direct and Manage work 4.4 Monitoring & Controlling project work 4.6 Close project or phase
Develops a document that formally authorizes a project or a phase of a project to begin Documents the actions necessary to define, prepare, integrate, and coordinate all Performs and leads the work defined in the project management plan to achieve the Tracks, reviews, and regulates the project’s progress to meet the performance objectives The Finalizes all activities across all the project management process groups to formally
and documenting the initial requirements needed to satisfy stakeholder needs and subsidiary project plans. project’s objectives. defined in the project management plan. complete the project or phase.
.1 Project statement of work .1 Expert judgment .1 Project charter .1 Project charter .1 Expert judgment .1 Project management plan .1 Project management plan .1 Expert judgment .1 Deliverables .1 Project management plan .1 Expert judgment .1 Change requests .1 Project management plan .1 Expert judgment .1 Final product, service, or
result transition
.2 Business case .2 Facilitation techniques .2 Outputs from other .2 Facilitation techniques .2 Approved change requests .2 Project management .2 Work performance data .2 Schedule forecasts .2 Analytical techniques .2 Work performance .2 Accepted deliverables .2 Analytical techniques .2 Organizational process
processes information system reports assets updates
.3 Agreements .3 Enterprise environmental .3 Meetings .3 Change requests .3 Cost forecasts .3 Project management .3 Project management .3 Organizational process .3 Meetings
factors information system plan updates assets
.4 Enterprise environmental .4 Organizational process .3 Enterprise environmental .4 Project management plan .4 Validated changes .4 Meetings .4 Project documents
factors EEF assets updates updates
.5 Organizational process .4 Organizational process .5 Project documents .5 Work performance
assets OPA assets updates information
.6 Enterprise environmental
factors
.7 Organizational process
assets
4.5 Perform integrated change control
Who owns the project charter? What Are the Project Deliverables? Reviews all change requests, approves changes (as appropriate), and manages changes to
The project sponsor responsible for the financial resources of the project owns the A project del ivera bl e is the product of work done on a project, s uch a s a bluepri nt the deliverables, organizational process assets, project documents, and the overall project
project charter. The sponsor is usually the person who promotes or supports the of a buil di ng, a tes t s cript for s oftwa re tes ting, or a s pecific tra ining manual . .1 Project management plan .1 Expert judgment .1 Approved change
benefits of the project to higher levels of management. In the real‐world, however, Del ivera bl es are s ometimes des cribed a s i nputs or outputs . One pers on’s requests
the project manager (or project leader) usually documents the details of the charter outputs a re the next pers on’s inputs . A del ivera bl e ca n be a “product” of the .2 Work performance .2 Meetings .2 Change log
and obtains approval for the project to begin project. It s hould be a unique a nd veri fi able product, s ervice, or res ult tha t mus t reports
be produced to complete a proces s , phas e, or the project i ts el f. .3 Change requests .3 Change control tools .3 Project management plan
Project del ivera bl es include both the outputs tha t compri s e the product or s ervi ce updates
of the project a s wel l a s a nci ll ary res ults , s uch a s project reports and other
documents . .4 Enterprise environmental .4 Project documents
Del ivera bl es ca n be des cribed a t a s umma ry l evel or in grea t deta il , depending factors updates
on the needs of the project. .5 Organizational process
assets
Project Scope Management
Project Scope Management
5.1 Plan Scope Management 5.5 Validate Scope
Creates a scope management plan that documents how the project scope will be defined, Formalizes the acceptance of the complete project deliverables
validated, and controlled
Requirements Should Map to the Project Goals and Objectives .1 Project management plan .1 Expert judgment .1 Scope management plan .1 Project management plan .1 Inspection .1 Accepted deliverables
The business or organization’s goals and objectives will dictate which requirements are
important. Also, requirements are best divided into project requirements and product/or .2 Project charter .2 Meetings .2 Requirements .2 Requirements .2 Group decision‐ .2 Change requests
service requirements. The primary purpose for collecting requirements is to allow the management plan documentation makingtechniques
project team to focus on what the project will deliver. The deliverables and the product, .3 Enterprise environmental .3 Requirements traceability .3 Work performance
service, or result of the project must map back to the customer’s business or factors matrix information
organization’s needs and expectations. .4 Organizational process .4 Verified deliverables .4 Project documents
Business objectives can be described in two different ways: assets updates
Hard objectives Relate to the time, cost, and operational objectives (scope) of the .5 Work performance data
product or process. Here are some examples:
● Reduce event staffing expenses by 15 percent.
● Reduce utility cost by 10 percent.
● Reduce maintenance/operational expenses by $25,000 per year. 5.2 Collect Requirement 5.6 Control Scope
Soft Objectives Relate more to how the objectives are achieved, and may include Defines, manages and documents stakeholder needs and requirements to meet project Involves monitoring project status and product scope as well as managing changes to the
attitude, behavior, expectations, and communications. Here are some examples: objectives approved scope baseline
● Improve customer service by developing a unique way for all staff to address guests .1 Scope management plan .1 Interviews .1 Requirements .1 Project management plan .1 Variance analysis .1 Work performance
when they arrive. .2 Focus groups documentation information
● Improve the timeliness and accuracy of the building changeover process through .2 Requirements .3 Facilitated workshops .2 Requirements traceability .2 Requirements .2 Change requests
improved communications and active participation by the team. management plan .4 Group creativity matrix documentation
● Improve intercompany communication by discussing event requirements one month in .3 Stakeholder management .5 Group decision‐making .3 Requirements traceability .3 Project management plan
advance with all departments. plan Techn. matrix updates
.4 Project charter .6 Questionnaires and .4 Work performance data .4 Project documents
surveys updates
.5 Stakeholder register .7 Observations .5 Organizational process
.8 Prototypes assets
.9 Benchmarking .5 Organizational process
.10 Context diagrams assets updates
.11 Document analysis
5.3Define Scope
Develops a detailed description of the project and product of the project
.1 Scope management plan .1 Expert judgment .1 Project scope statement
5.4 Create WBS
Work Breakdown Structure : Involves subdividing the project into smaller, more
manageable components
.1 Scope management plan .1 Decomposition .1 Scope baseline
Project Time Managment
6.1 Plan Schedule Management 6.7 Control Schedule
Establishes the policies, procedures, and documentation for planning, developing, This is the process of monitoring the progress of the project to update status and manage
managing, executing, and controlling the project schedule. changes to the schedule baseline.
Activity Attributes Activity attributes extend the description of an activity by .1 Project management plan .1 Expert judgment .1 Schedule management .1 Project management plan .1 Performance reviews .1 Work performance
identifying the many components associated with the activity. Attributes are the plan information
characteristics of schedule activities, and they can be organized, sorted, or .2 Project charter .2 Analytical techniques .2 Project schedule .2 Project management .2 Schedule forecasts
summarized according to the attribute categories. For example, a measure of the software .3 Change requests
elapsed time required to complete an activity is an attribute. .3 Enterprise environmental .3 Meetings .3 Work performance data .3 Resource optimization .4 Project management plan
During the initial phase of the project, activity attributes may include the activity factors techniques updates
.4 Organizational process .4 Project calendars .4 Modeling techniques .5 Project documents
identification (ID) number, WBS ID number, activity name, activity codes, and
assets updates
logical relationships. As the project progresses, the attributes tend to evolve into
.5 Schedule data .5 Leads and lags .6 Organizational process
more complex descriptions, resource requirements, locations of the work, and
assets updates
activity types, such as level of effort (LOE), discrete (independent) effort, and .6 Organizational process .6 Schedule compression
apportioned (spread over multiple activities) effort (AE). assets
6.2 Define activities .7 Scheduling tool
Level of effort (LOE) is work that does not result in a final product (such as liaison,
This involves identifying specific activities needed to produce the approved project
coordination, follow up, or other support activities) and which cannot be effectively
deliverables.
associated with a definable end product process result.
.1 Schedule management .1 Decomposition .1 Activity list
plan
.2 Scope baseline .2 Rolling wave planning .2 Activity attributes
6.3 Sequence Activities
This involves identifying and documenting relationships (predecessor and successor)
between the project activities.
.1 Schedule management .1 Precedence diagramming .1 Project schedule network
plan method (PDM) diagrams
.2 Activity list .2 Dependency .2 Project documents
determination updates
.3 Activity attributes .3 Leads and lags
.4 Milestone list
.5 Project scope statement
.6 Enterprise environmental
factors
.7 Organizational process
assets
6.4 Estimate Activity Resources
This involves estimating the type and quantities of material, people, equipment, or
supplies needed to perform each activity.
.1 Schedule management .1 Expert judgment .1 Activity resource
plan requirements
.3 Activity attributes .2 Alternative analysis .2 Resource breakdown
structure
.4 Resource calendars .3 Published estimating data .3 Project documents
updates
.5 Risk register .4 Bottom‐up estimating
.6 Activity cost estimates .5 Project management
software
.7 Enterprise environmental
fac
.8 Organizational process
assets
6.5 Estimate Activity Duration
This involves approximating the number of work periods needed to complete individual
activities with the estimated number of resources available.
.1 Schedule management .1 Expert judgment .1 Activity duration
plan estimates
.2 Activity list .2 Analogous estimating .2 Project documents
updates
.3 Activity attributes .3 Parametric estimating
.4 Activity resource .4 Three‐point estimating
requirements
.5 Resource calendars .5 Group decision‐making
techniques
.6 Project scope statement .6 Reserve analysis
.7 Risk register
.8 Resource breakdown
structure
.9 Enterprise environmental
fac
.10 Organizational process
assets
6.6 Develop Schedule
This involves analyzing the activity sequences, durations, resource requirements, and
schedule constraints to create the project schedule
.1 Schedule management .1 Schedule network .1 Schedule baseline
plan analysis
.2 Activity list .2 Critical path method .2 Project schedule
.3 Activity attributes .3 Critical chain method
.4 Project schedule .4 Resource optimization .3 Schedule data
network diagrams techniques
.5 Activity resource .5 Modeling techniques .4 Project calendars
requirements
.6 Resource calendars .6 Leads and lags .5 Project management plan
updates
.7 Activity duration .7 Schedule compression .6 Project documents
estimates updates
.8 Project scope statement .8 Scheduling tool
.9 Risk register
.10 Project staff assignments
.11 Resource breakdown
structure
.12 Enterprise environmental
factors
.13 Organizational process
assets
Project Cost Managment
Project Cost Managment
7.1 Plan Cost Management 7.4 Control Costs
Establishes the policies, procedures, and documentation for planning, managing, Monitoring the project status to update the budget and manage changes to the cost
expending, and controlling project costs. baseline.
Cost vs. Pricing. Keep in mind that cost and pricing are two different .1 Project management plan .1 Expert judgment .1 Cost management plan .1 Project management plan .1 Earned value .1 Work performance
management information
things. Cost is an expenditure of money, time, and labor to acquire or
.2 Project charter .2 Analytical techniques .2 Project funding .2 Forecasting .2 Cost forecasts
provide goods and/or services whereas pricing is the cost plus profit margin. requirements .3 To‐complete .3 Change requests
.3 Enterprise environmental .3 Meetings .3 Work performance data performance index (TCPI) .4 Project management plan
Parametric Estimating. Parametric estimating uses a statistical factors .4 Performance reviews updates
.4 Organizational process .4 Organizational process .5 Project management .5 Project documents
relationship between historical data and other variables to calculate an
assets assets software updates
estimate for activity parameters, such as cost, budget, and duration. This .6 Reserve analysis .6 Organizational process
technique usually provides a high degree of accuracy because you have assets updates
historical information to draw from. As always, you can use this estimating
method with other methods, as needed, to reach a level of confidence in the
accuracy of your cost estimate for the entire project. 7.2 Estimate Costs
Develops an estimation of the monetary resources needed to complete project activities.
.1 Cost management plan .1 Expert judgment .1 Activity cost estimates
When reporting the progress of work performed and EV in dollars/euro for .2 Analogous estimating .2 Basis of estimates
a particular activity or work package, use the progress-reporting rules: .2 Human resource .3 Parametric estimating .3 Project documents
● 50/50 rule Fifty percent credit for the value of an activity when it begins management plan .4 Bottom‐up estimating updates
.3 Scope baseline .5 Three‐point estimating
and 50 percent when complete
.4 Project schedule .6 Reserve analysis
● 20/80 rule Twenty percent credit for the value of an activity when it .5 Risk register .7 Cost of quality
begins and 80 percent when complete .8 Project management
● 0/100 rule Zero percent credit when the activity begins and 100 percent .6 Enterprise environmental software
factors .9 Vendor bid analysis
credit when it is complete
.7 Organizational process .10 Group decision‐making
assets techniques
7.3 Determine Budget
Aggregating the estimated costs of each activity or work package to establish an approved
cost baseline.
.1 Cost management plan .1 Cost aggregation .1 Cost baseline
.2 Scope baseline
.3 Activity cost estimates .2 Reserve analysis .2 Project funding
.4 Basis of estimates requirements
.5 Project schedule .3 Expert judgment .3 Project documents
.6 Resource calendars updates
.7 Risk register .4 Historical relationships
.8 Agreements
.9 Organizational process .5 Funding limit
assets reconciliation
Project Quality Management
Project Quality Management
Project Human Resource Management
9.1 Plan Human Resource Manag. 9.2 Acquire Project Team
. Identifying and documenting project roles and responsibilities, required skills, Verifying the availability of the project team human resources and acquiring the team
organizational relationships, and creating a staffing plan. necessary to successfully complete the project.
Management Styles Even though these are not in the PMBOK, you should be familiar with .1 Project Management Plan .1 Organization charts and .1 HR Management Plan .1 HR Management Plan .1 Pre‐assignment .1 Project staff assigment
the different types of management styles: position descriptions
● Autocratic The manager makes all the decisions. .2 Activity Resources .2 Networking .2 Enterprise environmental .2 Negotiation .2 Resource Calendars
● Democratic The team is involved in the decision‐making process. Requirement factors
● Laissez‐faire The team is self‐led (as in Agile project management). .3 Enterprise environmental .3 Organizational theory .3 Organizational process .3 Acquisition .3 Project Management Plan
● Exceptional Looking at only the top and bottom 10 percent of performers (that is, who factors assets updates
is doing well and who is not). .4 Organizational process .4 Expert Judgment .4 Virtual teams
assets
Types of Power As leader of a team, the PM needs to be aware of different types of .5 Meeting .5 Multi Criteria decition
power. Here are the different types of power you as the PM can use: analysis
● Formal (legitimate) Based on a person’s position or level in the company.
● Reward Giving people awards to get things done or in recognition for a job well done.
● Penalty (coercive) The opposite of reward (the worst). 9.3 Develop Project Team
● Expert Recognized for knowledge and experience (the best). Improving the interaction and the team’s competency to perform better as part of the
● Referent Referring to the authority of someone in higher position (name dropper). “The overall project team.
vice president has made it clear this project takes top priority.” .1 Human resources .1 Interpersonal skills .1 Team Performance
Management Plan Assessments
.2 Project Staff Assignments .2 Training .2 Enterprise Environmental
Factors updates
.3 Rersource Calendars .3 Team building activities
.4 Ground rules
.5 Co‐location
.6 Recognition and rewards
.7 Personal Assessment tools
9.4 Manage Project Team
Tracking individual team member performance, providing feedback, managing and
resolving issues, and managing changes to optimize the team’s performance.
.1 Human resources .1 Observation and .1 Change request
Management Plan conversation
.2 Project Staff Assignments .2 Project Performanve .2 Project Management Plan
Appraisais updates
.3 Team Performance .3 Confilct Management .3 Project Documents
Assessments updates
.4 Issue log .4 Interpersonal Skills .4 Enterprise Environmental
factors updates
.5 Work Perfornmance
reports
.6 Organizational propcess
assets
Project Communication
Project Communication
Communication can be classified into the following two categories: 2. One‐way communication. There are two kinds of one‐way communication:
Management
Management
11.4 Performance Quantitative Risk Analysis
Παρουσίαση ποσοτικής ανάλυσης κινδύνου
.1 Risk Management Plan .1 Data gathering and .1 Project documents
representation techniques updates
.2 Cost Management Plan .2 Quantitive risk analysis
and modeling techniques
.3 Schedule Management .3 Expert judgment
Plan
.4 Risk register
.5 Enterprise Enviromental
Factors
.6 Organizational process
assets
11.5 Plan Risk responses
Σχεδιασμός αντίδρασης κινδύνου
.1 Risk Management Plan .1 Strategies for negative .1 Project mamagement plan
risks or threats updates
.2 Risk register .2 Strategies for positive risk .2 Porject document updates
or opportnities
.3 Contingent response
strtegies
.4 Expert Judgment
Project Procurement
Project Procurement
Management
Management
Project Stakeholders
Management
Management